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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
1376
Probity Advisors
Texas
$165K +$157K +10,514 New
WA
1377
Wealth Architects
California
$163K -$223 -15 -0.1%
CCM
1378
Check Capital Management
California
$162K -$115K -7,729 -43%
DAM
1379
Delta Asset Management
Tennessee
$162K +$1.49K +100 +1%
WAS
1380
WESPAC Advisors SoCal
California
$162K – – –
WP
1381
WealthPLAN Partners
Nebraska
$161K -$207K -13,908 -58%
AFWA
1382
Ancora Family Wealth Advisors
Ohio
$161K -$78.2K -5,250 -34%
TSW
1383
Thompson Siegel & Walmsley
Virginia
$161K -$8.56K -575 -5%
MGIA
1384
Moneta Group Investment Advisors
Missouri
$161K – – –
EWA
1385
EP Wealth Advisors
California
$160K -$21.3K -1,433 -12%
SC
1386
SRB Corp
Massachusetts
$159K +$5.85K +393 +4%
CM
1387
Cornerstone Management
Georgia
$158K -$2.12K -142 -1%
ST
1388
Sphinx Trading
Illinois
$158K -$59.6K -4,000 -28%
SS
1389
Simplicity Solutions
Minnesota
$158K -$25.5K -1,711 -14%
PCM
1390
Palisade Capital Management
New Jersey
$158K – – –
GEM
1391
Global Endowment Management
North Carolina
$158K +$151K +10,110 New
TBA
1392
Tower Bridge Advisors
Pennsylvania
$157K +$150K +10,046 New
JIC
1393
Joel Isaacson & Co
New York
$157K -$3.78K -254 -2%
CCMG
1394
Clark Capital Management Group
Pennsylvania
$157K – – –
SIG
1395
Schooner Investment Group
Pennsylvania
$156K -$223K -15,000 -60%
LOT
1396
Lombard Odier Transatlantic
Quebec, Canada
$156K -$71.5K -4,800 -32%
VNA
1397
Valley National Advisers
Pennsylvania
$149K -$1.42K -95 -1%
HW
1398
Hedeker Wealth
Illinois
$144K -$2.65M -177,744 -99%
MSFP
1399
Mark Sheptoff Financial Planning
Connecticut
$141K -$4.47K -300 -3%
HPBT
1400
High Point Bank & Trust
North Carolina
$139K – – –
54 55
56
57 58